Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary ann? Claim Your ProfileMary Ann Margaret Kelly is a financial advisor who is registered with Stifel, Nicolaus & Company, Inc. Mary Ann has been in the financial industry for 2 years. Mary Ann is a certified financial planner and holds the Series 66, Series 7TO, and SIE licenses. Mary Ann specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Mary Ann is also registered as an investment advisor representative in Iowa and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IA
01/03/2022 - Present
Stifel, Nicolaus & Company, Inc. (SIOUX CITY IA)
BOTH
Issued 10/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Mary ann Kelly is the right advisor for you? Invested Better is here to help.
